Berger Financial Group, Inc Ishares Barclays Transaction History

Berger Financial Group, Inc

$1.36 Billion
Q3 2025

A detailed history of Berger Financial Group, Inc transactions in Ishares Barclays stock. As of the latest transaction made, Berger Financial Group, Inc holds 4,164 shares of IEF stock, worth $401,576. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,164

Previous 3,981 4.6%

Holding current value

$401,576

Previous $381,000 5.25%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$93.91 - $97.26 $17,185 - $17,798	183 Added 4.6%	4,164 $401,000
Q2 2025 Jul 22, 2025	SELL	$93.15 - $96.56 $33,720 - $34,954	-362 Reduced 8.34%	3,981 $381,000
Q1 2025 May 12, 2025	SELL	$91.17 - $95.39 $11,396 - $11,923	-125 Reduced 2.8%	4,343 $414,000
Q4 2024 Feb 14, 2025	BUY	$92.08 - $98.18 $5,985 - $6,381	65 Added 1.48%	4,468 $413,000
Q3 2024 Nov 12, 2024	BUY	$92.67 - $99.14 $104,902 - $112,226	1,132 Added 34.61%	4,403 $432,000

Q2 2024 Aug 14, 2024	BUY	$91.24 - $94.6 $94,433 - $97,911	1,035 Added 46.29%	3,271 $306,000
Q1 2024 Apr 16, 2024	BUY	$93.54 - $96.82 $209,155 - $216,489	2,236 New	2,236 $211,000

Others Institutions Holding IEF

# of Institutions

1,190

Shares Held

343M

Call Options Held

16.7M

Put Options Held

15.9M

View Full List

About ISHARES BARCLAYS

Ticker IEF
Sector ETFs
Industry ETFs

More about IEF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Berger Financial Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Berger Financial Group, Inc with notifications on news.

Account

Berger Financial Group, Inc Ishares Barclays Transaction History